Purchases and Sales Made in Q4 2023 in Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON) during Q4 2023. The information is specifically focused on institutions that hold shares of Aon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
29+ 0.95% |
$8.36K - $9.72K
|
3.07K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
29+ 0.1% |
$8.36K - $9.72K
|
29.8K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 77.78% |
$8.07K - $9.39K
|
64
$22.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
28+ 1.61% |
$8.07K - $9.39K
|
1.77K
$619K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
26+ 0.46% |
$7.49K - $8.72K
|
5.64K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
26+ 520.0% |
$7.49K - $8.72K
|
31
$10.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 250.0% |
$7.2K - $8.38K
|
35
$12.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
24New |
$6.92K - $8.05K
|
24
$8.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22+ 3.01% |
$6.34K - $7.38K
|
753
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$6.05K - $7.04K
|
21
$7.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
21+ 2.92% |
$6.05K - $7.04K
|
740
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
21+ 1.99% |
$6.05K - $7.04K
|
1.07K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$5.76K - $6.71K
|
20
$6.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 3.26% |
$5.76K - $6.71K
|
634
$222K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
19New |
$5.48K - $6.37K
|
19
$6.64K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19New |
$5.48K - $6.37K
|
19
$6.64K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19New |
$5.48K - $6.37K
|
19
$6.64K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 54.55% |
$5.19K - $6.04K
|
51
$17.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 2.52% |
$4.9K - $5.7K
|
691
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.64% |
$4.9K - $5.7K
|
2.66K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16+ 0.78% |
$4.61K - $5.37K
|
2.06K
$720K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$4.32K - $5.03K
|
15
$5.24K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 1.4% |
$4.03K - $4.69K
|
1.01K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14New |
$4.03K - $4.69K
|
14
$4.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$3.75K - $4.36K
|
13
$4.54K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
13+ 1.26% |
$3.75K - $4.36K
|
1.05K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 6.91% |
$3.75K - $4.36K
|
201
$70.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13New |
$3.75K - $4.36K
|
13
$4.54K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 4.88% |
$3.46K - $4.02K
|
258
$90.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11New |
$3.17K - $3.69K
|
11
$3.84K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$3.17K - $3.69K
|
11
$3.84K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 38.46% |
$2.88K - $3.35K
|
36
$12.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$2.88K - $3.35K
|
10
$3.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 38.46% |
$2.88K - $3.35K
|
36
$12.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.58% |
$2.59K - $3.02K
|
1.56K
$545K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.14% |
$2.59K - $3.02K
|
6.29K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.4% |
$2.59K - $3.02K
|
2.24K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$2.31K - $2.68K
|
8
$2.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.66% |
$2.02K - $2.35K
|
1.07K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7New |
$2.02K - $2.35K
|
7
$2.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.18% |
$2.02K - $2.35K
|
3.88K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$2.02K - $2.35K
|
2.8K
$977K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5+ 6.02% |
$1.44K - $1.68K
|
88
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
4New |
$1.15K - $1.34K
|
4
$1.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$1.15K - $1.34K
|
2.23K
$778K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.34% |
$1.15K - $1.34K
|
302
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.34% |
$865 - $1.01K
|
889
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.34% |
$865 - $1.01K
|
896
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.14% |
$576 - $671
|
1.42K
$497K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 25.0% |
$576 - $671
|
10
$3.5K
|